Turning An Approved Request Into A Project

Once a project request has been approved, it can be staffed and turned into a project.To staff the project request and create the new project, the Portfolio Planning user must:

Staffing: Basic Information

  1. Enter the Portfolio Planning application.
  2. Click the "Approved" link in the left navigation bar.
  3. If desired, change the search criteria and click the "Search" button.
  4. Select the project request you wish to staff.
  5. Click the "Actions" button and choose the "Staff" option.
  6. Change the dates for the project if desired.
  7. Assign the project to a portfolio if desired, 
  8. Select how time will be approved on the project.
  9. Select whether or not the new project will be active.
  10. Select whether or not to update project start and end dates by project plan(s)
  11. Select whether or not to add all new project members to the project contact list.
  12. Select which notifications to enable for the project manager.
  13. Apply a template if desired by clicking the project template "Lookup" button and clicking the "Select" button of the correct template.
  14. Click the "Next" button

Staffing: Add Resources/Manager

  1. Add at least one resource by clicking the functional role lookup button and selecting a user.
  2. Make at least one resource the project manager by selecting the "Manager" radio button of the appropriate resource.
  3. If no resource forecasts were added to this request, assign a manager using the Manager lookup.
  4. Click the "Next" button 

The project has now been created successfully.

**IMPORTANT: Projects created through project requests may be set as inactive. Therefore, the user assigned as the new project's manager may need to enter their management console and activate the project. For instructions on activating an inactive project, see the "Accessing, Setting Up, And Managing Projects" section of this Help repository.**


Article ID: 3610
Mon 2/2/15 4:06 PM
Tue 12/27/16 8:02 PM